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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENT INSTITUIONAL OP Service code 64 · EIN 04-2647786 100 CROSBY PKWY · COVINGTON, KY 41015 | Recordkeeping Fees | $177,015 |
BENESYS, INC.1 year Service code 13 · EIN 38-2383171 700 TOWER DR STE. 300 · TROY, MI 48098 | Contract Administrator | $42,000 |
MARQUETTE ASSOCIATES4+ years Filed as: MARQUETTE ASSOCIATES INC. Service code 70 · EIN 36-3485298 180 N. LASALLE, STE 3500 · CHICAGO, IL 60601 | Consulting Fees | $40,000 |
NOVARA, TESIJA & CATENACCI, PLLC4+ years Filed as: NOVARA TESIJA Service code 29 · EIN 38-3507129 888 W BIG BEAVER STE 600 · TROY, MI 48084 | Legal | $20,275 |
DAVENPORT & COMPANY LLC1 year Filed as: DAVENPORT, HANF, AND COMPANY, LLC Service code 10 · EIN 41-2173670 28276 KENSINGTON LANE · PERRYSBURG, OH 43551 | Accounting | $18,000 |
Filed as: STEFANSKY, HOLLOWAY, & NICHOLS Service code 10 · EIN 38-2388845 22260 HAGGERTY RD, STE350 · NORTHVILLE, MI 48167 | Accounting | $13,130 |
LOCAL 50 BUILDING CORPORATION4+ years Service code 49 · EIN 23-7434215 7570 CAPLE BLVD, STE A · NORTHWOOD, OH 43619 | Other Services | $6,897 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,859 | $60,396+7.4% | $83,831-22.6% | $75,289-13.9% |
| Participation rate | 78.3% | 80.7%-2.4pp | 76.1%+2.2pp | 72.4%+5.9pp |
| Annual return | -6.66% | 3.84%-10.5pp | 850.99%-857.6pp | -0.04%-6.6pp |
| Employer contribution / active EE | $2,620 | $3,343-21.6% | $3,631-27.8% | $2,405+8.9% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $131 | $141-7.0% | $5,479-97.6% | $102+28.5% |